Vice President of Strategic Financial Operations

2 weeks ago

Los Angeles, California, United States Palm Tree Full time
Position Overview

Senior Vice President, Strategic Finance

About Palm Tree:

Become part of a distinguished group of professionals who approach M&A needs with a unique perspective, thriving in a challenging yet nurturing and cooperative environment. Established in 2010, Palm Tree stands as a contemporary M&A advisory firm, providing a comprehensive suite of investment banking and financial consulting services that empower businesses to effectively prepare for and execute transactions, transitions, and transformations.

What We Provide:

  • Accelerated career progression based on merit, contrasting with more traditional, bureaucratic firms.
  • An opportunity to influence a rapidly growing, entrepreneurial culture focused on skill development within dynamic M&A settings.
  • Collaboration with leading private equity firms, M&A advisors, and corporations.
  • Exposure to various aspects of M&A and investment banking projects, requiring engagement and communication across all organizational levels.
  • A principled culture that embodies its core values through the actions of both the firm and its individuals.
  • High-performing yet supportive teams that are interconnected throughout the organization.
  • Competitive salary, bonus, and benefits package.
  • A flexible, hybrid work model with access to open office environments in key markets.

Candidate Profile:

  • A proficient financial modeler with leadership experience in a Big4, consulting, or similar client services setting.
  • A corporate FP&A expert with prior client services experience in Big4 or management consulting, or has acted as a strategic business partner to C-level executives within their organization.

Role Responsibilities:

  • Overall management of Strategic Finance engagements, directing tasks among colleagues and maintaining client communication throughout the engagement process.
  • Design and develop work streams that often involve intricate quantitative analysis and detailed financial models to drive operational insights and enhancements.
  • Ensure the quality of client deliverables, including reporting packages, models, and KPI reports that showcase significant financial and commercial trends.
  • Review and finalize analyses on financial and operational data, including KPIs, cash flow, and net working capital.
  • Lead investigations on key areas of financial statements, identifying operational insights and improvement opportunities.
  • Conduct financial reviews to identify recommended changes to current financial operations, aligning them with best practices.
  • Facilitate the implementation of best practices for financial operations.
  • Support junior team members in analyzing financials and addressing operational challenges.

Client Guidance:

  • Advise clients on integrating our reports and processes into their ongoing business operations.
  • Lead meetings and discussions focused on financial and business discovery, as well as change management initiatives.
  • Perform in-depth analyses and synthesize actionable insights from diverse data sets.
  • Consult with clients regarding modifications to team structures, business processes, or information requirements.

Communication and Development:

  • Effectively communicate with senior team members regarding the status of engagements.
  • Engage in developing new client relationships and business development activities.
  • Actively participate in building and maintaining client relationships and exploring business development opportunities.

Qualifications:

Candidates for the Senior Vice President role should possess an undergraduate degree in Accounting, Finance, or related fields; postgraduate degrees such as MAC or MBA are preferred but not mandatory. Candidates should have over 10 years of relevant professional experience in financial consulting, FP&A, corporate finance, investment banking, restructuring, or similar roles focused on corporate operational improvements. Experience managing multiple team members across various engagements is essential, along with the ability to provide hands-on technical training when necessary.

In addition to demonstrating a strong work ethic and leadership capabilities, candidates should exhibit sound technical skills and proficiency in Microsoft Excel and PowerPoint.

Desired Attributes:

  • Commitment to delivering high-quality work and a drive for continuous improvement.
  • Team-oriented mindset with a willingness to support colleagues and learn from peers.
  • Proactive and motivated with a self-starter attitude.
  • Analytical and critical thinking skills paired with attention to detail.
  • Ability to maintain composure under pressure and excel in demanding environments.
  • Strong written, presentation, leadership, and interpersonal communication skills.
  • Highly organized with robust project management capabilities.

Compensation:

The base salary for this position ranges from $175k to $200k, complemented by a competitive performance-based incentive bonus. Final title and compensation will be determined based on the candidate's experience and capabilities assessed during the interview process. Palm Tree also offers comprehensive medical, dental, and vision coverage, a competitive 401k program, an unlimited paid time off (PTO) policy, a robust maternity/paternity leave program, and various additional benefits.

Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals tackling complex challenges, we value diverse and innovative ideas that enhance our adaptability and strength. At Palm Tree, we regard inclusion, diversity, equity, and access as vital to achieving excellence and fostering a culture of belonging where creative solutions can thrive.

We believe that our client work and company well-being are enriched by the diversity of our workforce. We acknowledge the systemic barriers that have historically limited opportunities and representation for women and minorities in the financial services sector. We are dedicated to establishing a new paradigm that fosters a diverse and inclusive financial services firm for the future. We actively seek and welcome individuals from varied backgrounds, including culture, experience, national origin, religion, sexual orientation, age, gender identity, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.

Together, we aim to cultivate an environment that values diversity, promotes an inclusive culture, and fosters a profound sense of belonging for every team member.

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